Investment adviser · CRD 123043

STEVENS WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

DEERFIELD, IL, United States · Form ADV filed Aug 3, 2017

Regulatory AUM
$287M
Form ADV · Item 5.F
Client accounts
544
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 3, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

500 LAKE COOK ROAD, SUITE 350
DEERFIELD, IL, 60015, United States

CRD 123043

Filing source

Form ADV 1131287 · Aug 3, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.